How big is Michael a Waxberg CFP a SOLE Proprietor's plan?

Michael a Waxberg CFP a SOLE Proprietor's plan reported $1.7M in assets and 3 participants for 2022.

Original filing (PDF)20230418181816NAL0001288512001

Michael a Waxberg CFP a SOLE Proprietor

Name: Michael a Waxberg CFP a SOLE Proprietor — Form 5500 Plan 001 (2022)
Creator: Michael a Waxberg CFP a SOLE Proprietor
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michael a Waxberg CFP a SOLE Proprietor 401(k) Profit Sharing Plan

401(k) retirement plan · Michael a Waxberg CFP a SOLE Proprietor's Michael a Waxberg CFP a SOLE Proprietor 401(k) Profit Sharing Plan held $1.7M in plan assets for 3 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Michael a Waxberg CFP a SOLE Proprietor's EIN is 20-5450474.

EIN 20-5450474

Plan number 001

Plan year 2022

ACK ID 20230418181816NAL0001288512001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Michael a Waxberg CFP a SOLE Proprietor from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Michael a Waxberg CFP a SOLE Proprietor's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICHAEL A WAXBERG CFP A SOLE PROPRIETOR.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

MICHAEL A WAXBERG CFP A SOLE PROPRIETOR

EIN

all filings

Address

11111 SANTA MONICA BOULEVARD · SUITE 1100 · LOS ANGELES, CA · 900253345

Phone

(213) 243-7002

Industry

Finance & Insurance

Plan administrator